Register intermediary employees by using an online form to trigger an automated approval process based on their role. Include Know Your Customer (KYC) and background checks to meet compliance requirements. Reduce manual work by automatically assigning permissions and granting access to loan application tools after approval.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Digital Lending permission set.
Why: Use role-based registration and approval to manage access for diverse intermediary employees like Loan Originators and Loan Processors.
- Only registered and approved loan originators can access the loan application tools. Reduce the administrative load on your lender relationship managers.
- Use integrations with registries, such as Nationwide Multistate Licensing System (NMLS) or the Financial Conduct Authority (FCA) to validate licenses and qualifications in real time.